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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,169 | $78,694-55.3% | $67,652-48.0% | $125,389-72.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.81% | 9.46%-8.6pp | 6625.40%-6624.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,100 | $3,044+1.9% | $2,266+36.8% | $4,866-36.3% |
| Participant deferral / active EE | $3,134 | $4,292-27.0% | $3,560-12.0% | $5,352-41.4% |
| Admin fee / account holder | $9,188 | $7,403+24.1% | $4,821+90.6% | $9,541-3.7% |